Search Payments
This page will provide you with an overview of the Search Payments menu and its sections
Overview
Paradigm gives you the option to search payments with the following criteria: Payment ID, Reference Number, Payment Type, Payment Method, Effective From and To Dates, Status, To Party ID, Created From and To Dates, and Created by User Login.
This section will also allow you to reconcile selected payments, see workflow below.
Search Payments Criteria Fields
Payment ID | System Generated payment number |
Reference Number | Selected Payment Reference Categories [Undergraduate, Postgraduate, HDR Masters, HDR Doctorates] |
Payment Type |
|
Payment Method | Payment Methods accepted by the Institution
|
Effective Date | Payment Dates to be searched for range |
Effective Date To | |
Status | Status of the Payment
|
To Party ID | Your business or institution (Select name/s if you have multiple campuses) |
Created Date From | Payment Dates Created to be searched for range |
Created Date To | |
Created By User Login | Paradigm User who processed the payment |
How to Reconcile Customer Payments
Choose Accounting > Search Payments menus on the side. Enter your search criteria, and click the SEARCH PAYMENTS button.
In your search results, (1)select the payments that you want to reconcile by clicking on the checkbox against the record that you want to reconcile, alternatively, you can click the checkbox header on top to select all payments.
(2) Select the Bank Account.
(3) Check the total payments that you want to reconcile.
(4) Click the RECONCILE SELECTED PAYMENTS button.
Related Pages
How to email payment receipts with the Communication Module/Event?How to print invoices and payment receipts?Recording PaymentLast updated